Quorum Private Wealth

The team of Mike Barry, Kelly Milligan, Sue Mazzetti and Melissa Yue founded their independent firm in Walnut Creek, California, in 2021, after 75+ years in total at Merrill Lynch. All four are Certified Plan Fiduciary Advisors. Mike and Kelly are Certified 401(k) Professionals. Kelly and Sue are Certified Retirement Planning Counselors. Mike is also a Certified Investment Management Analyst® and a Defined Contribution Investment Consultant. Kelly is also a Certified Private Wealth Advisor®. Melissa is also a CERTIFIED FINANCIAL PLANNER™.